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LAST WILL AND TESTAMENT
OF
MARIE R. SEVERINO
I, MARIE R. SEVERINO, of Harrisburg, Dauphin County,
Pennsylvania, make, publish and declare this to be my Last Will
and hereby revoke all Wills and Codicils previously made by me.
ITEM I, I direct my Executor hereinafter named to pay
all my legal debts and funeral expenses, including the cost of
my gravemarker, as soon as practicable after my death.
ITEM II. All the rest, residue, and remainder of my prop-
erty and estate of every kind and nature and wheresoever situate,
including all lapsed legacies and bequests, and including any
property over which I may have a power of appointment at the time
of my death, I give, devise, and bequeath as follows:
A. One-third (1/3rd) thereof to my beloved daughter,
LEONORA S. KLEMEK, or if she is not then living, to her issue
per stirpes.
B. One-third (1/3rd) thereof to my beloved daughter,
JUNE S. O'BRIEN, or if she is not then living, to her issue per
stirpes.
C. The remaining one-third (1/3rd) thereof to my
beloved son, JOSEPH p, SEVERINO, or if he is not then living,
to his issue per stirpes.
ITEM III. All estate, inheritance, legacy, succession, or
transfer taxes, including any interest and penalties thereon,
imposed by any domestic or foreign law with respect to all prop-
erty taxable under such laws by reason of my death, whether or
881
not such property passes under this Will, by operation of law,
by contract, or otherwise, shall be paid without any right of
r.eimbursement from any recipients of any such property, without
any right of apportionment and without postponement.
ITEM IV. Should any person entitled to a share of my estate
be a minor, at the time of distribution to him or her, and should
the value of such property be more than the amount which may be
paid or delivered to him or her or in his or her behalf without
the appointment of a guardian or fiduciary or the delivery of
security, such share shall be paid and distributed to my Trustee
hereinafter named to be held IN TRUST and managed, invested, and
reinvested, together with the accumulation of income thereon,
and my Trustee shall Use and apply from time to time, such por-
tion of the income and principal thereof as it deems necessary
or desirable for the minor's reasonable maintenance, support,
and complete education, including preparatory, College, post-
graduate, or professional training, or to make such payments for
such purpOses to the guardian or person with whom such minor re-
sides or directly to or for the benefit of such minor without
further responsibility to such minor or to any person taking care
of such minor, and when such minor attains the age of twenty-one
(21) years, any principal or income not so paid or applied shall
be distributed to such minor or if he or she dies prior thereto,
to his or her personal representative.
ITEM V. In addition to the pOWers granted by law, my per-
sonal representative shall have the following powers:
A. To sell at public or private sale, to exchange, to
lease, to pledge, to mortgage, to transfer, or convert or other-
wise dispose of, or grant options with respect to any and all
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OATH OF I'ERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Bcforc mc, thc Rcgistcr for thc Probatc of Wills and granting of Lcllcrs of Administration in and for the County of
Brenton H. lIake, Trust Officer of DauphIn Deposit Bank and Trust
Cumbcrland, pcrsonally camc CompmlY
who, being dulY-llworn
I do p.~
dcposc and say that as Executor
of the last Will and Tcstamcnt of Hade R. Severino
deceased
will wcll and truly administcr thc goods and chattels, rights and credits of said deceased according to law, And
also will diligently comply with the provisions of the law relating to Transfer Inheritances. Sworn and subscribed before me,
November 4 ,A,D"
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I. l.C/)..I-,.-l_ _ ,_ .,,........ -,f. ki?_
,
Trust Officer
1981
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DECREE
Be it remembered that on the
6th
day of
November
,A.D,,19~, there was probated and
recorded the last Will and Testament of
Marie R. Severino
late of
Camp Hill
, Cumberland County, Pennsylvania,
Dauphin Deposit Bank & Trust Company
Dcceascd. Lcllcrs Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
886
~aya.~
;I RegIster
"--..-..--,.-------
..
Rl!V.455 EX+ (3,801
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of Narie R, Severinu Date of Death 5/6/81
WHEN CLAIMING THE FAMI L Y EXEMPTION, COMPLETE THE FOLLOWING:
File No;'?/- S/-3S)S
Claimant
Relationship to Decedent
Claimant's Address at time of Decedent's Dcolll
ITEM DATE NAME OF PA VEE
NO,
1 Na 14 J. \~. Richardson Funeral Home
2 15 Professional Pharmac
3 June 4 Ra mond Grandon N. D,
REMARKS
AMOUNT
Funeral expenses
Dru s for Narch and ^ lril 1981
$
Professional services
RESERVE TO PAY THE FOLLOWING:
Eleanor B. Holtzman, Register of Filing RCC/Debts & Deductions
Inns
Gin rich Nemorials
Grave Narker
TOTAL $ 3 402.21
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deduct,ions for Inheritance Tax p);!!poses.
Dauphin Deposit Bank and Trust Company. Trust Und r , eemen it 1 Narie R. ~e rino .~.( !'Oc'j
By": "I/.-A..._.{ . "_ r;/..f~ ldJ
SIGNATURE OF FIDUCIARY h DATE
OFFICIAL USE ONL Y
i
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $:-.....4,(>,;;.--< / AT
% TAX RATE
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DATE
Unsatisfied liabilities incurred by the decedent prior to his/her death ore deductible against his/her taxable
estate. In addition to debts incurred by the decedent or estate, ather itoms ore claimable including the cost of
administration, attorney Ices, liduciary Ices, luneral and burial expenses including the cast 01 a burial lot, tombstone
or grave marker and ather related burial expenses.
GENERAL INHERITANCE TAX INFORr^ATION
All debts being claimed against an estate arc subject to the approval 01 the Register of Wills with whom the
Inheritance Tax Return is Iiled. Evidence.to support the decedent's or the estate's liability lor the debts being
claimed should be attached to this schedule.
A lamily exemption may be claimed by 0 spouse 01 0 decedent who died domiciled in Pennsylvania. 1/ there is
no spouse, or i I the spouse has for/ei ted hi s/her ri gh ts, th en any chi Idol the decedent who is a member 01 the some
household con claim the exemption. In the event there is no such spouse or child, fhe exemption con be claimed by
o parent or parents who are members 01 the same household as the decedent. The family exemption is allowable only
against assets which pass by a will or by the Pennsylvania Intestate Lows.
NOTE: Compensation paid to an estate representative; namely, an executor or administrator, lor services
performed in administering an estate is reportable lor Pennsylvania Income Tax purposes. This taxable income
item should be reported an lorm PA_40.lndividuai Income Tax Return,
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. 1/ the lamily exemption Is being claimed, indicate the claimant's name, address and his/her relationship to
the decedent, Enter "Iamily exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the dote on which each debt was incurred and/or paid.
4. Enter the names 01 each payee.
5. Provide 0 brief explanation in the remarks column lor each debt claimed.
6. Enter the amount 01 each debt being claimed.
7, Tho larm must be signed by the person who has assumed the responsibility for paying the debts.
IF ADDITIONAL SPACE IS NECESSARY USE BW' x 11" SHEETS.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
'*
COUNTY FILE NO: ...: / -
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ESTATE
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FILE NO.
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DATE OF DEATH'
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Appraised Value of Estate:
Real Estate
$
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Personal Property
+ _....----------
Jointly Held PropertylTransfers
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$ i :- (/ 1:;.1-'1' ;{()
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Total Gross Estate
Total Approved Deductions
Clear Value of Estate
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$ I >'~ LL __
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Less: Approved Charitable Exemptions
$ ,:i( //;"/1
Clear Value of Estate Subject to Tax
Amount Taxable @ 15% Rate
tax due
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$ 7'/;--;1 'I?
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Amount Taxeble @ 6% Rat'
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tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
* * * * .. * A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$
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See InformOlion on Rovorse Side Agen1fortheCclm~/'CI1~
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REV-4!lO EX+ (10-801
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
SCHEDULE "A"
REAL PROPERTY
(Instructions on Reverse Side)
ESTATE OF
Marie R. Severino
ITEM DESCRIPTION ESTIMA TED DEPARTMENT
NO. MARKET VALUATION
VALUE (OFFICIAL USE ONL YI
"None"
I
I
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!
,
I
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,
TOTAL
, II additional space is necessary. use BYz" x 11" sheets.
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any malarial part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) NO
2. Did decedent, within two years of death, transler property from himself! herself to himself/herself and another party
or parties (including a SpOllS~) in joint ownmship? (Answm "Yes" or "No".) ---1l!L
3. If the answm to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfm. _
b. Copy of dealh certi ticate.
c. Affidavit by tho attending physician indicating the state of decedent's health at time of transfer.
d. All other infollllation sllpportinp, nontaxability of transfer.
4. Did decedent, In his/her lifetimo, make any transfer of property without receiving a valuable or adequate consideration
therelor which was to tako effect in possession or enjoyment at or after hiS/her death? (Answer "Yes" or "No".) NO
a. Was thoro any possihility thai the property lransferred might return to transferor or his/her estate or be subject
to his/har powor 01 disposition? (Answer "Yes" or "No".) NO
b. What wns Iha translolOo's age at tlrno of decedent's death?
5. Did docedent in his/har Iifotime make any transfer without receiving a valuable and adequate consideration therefor
undor which lrnnsloror exprossly or impliedly rr.serves for his/her lite or any period which does in fact end before his/her
death:
a. Tho possession or enjoYluent of or Ihe right to income from the property transferred? (Answer "Yes" or "No".) ..!ill.-
b. Tho righl to designate the parsons who shall possess or enjoy the properly transferred or income therefrom?
(Answer "Yas" or "No".) NO
6. If tho answm 10 live h. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ).
7. Old decedenlln his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) NO
B. Did decedont, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of
a reserved power 10 aller, arnend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answm "Yes" or "No".) NO
9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone ( ) or decedent and others ( ).
REV-453 EX+ (lo.aOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
IItlstructions on Reverse Side)
Estate of Harie R. Severino
BENEFICIARIES AND ADDRESSES REl.ATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Joseph P. Severino ~nn VoQ , /1 Qho~o
55 Oak Avenue
Camp Hill, Pennsylvania 17011
Leonora S. Klernek Daughter Yes 1/1 Qho~o ~OQ'''..O
c/o Joseph P. Severino
55 Oak Avenue
Carnn Hill Pennsvlvania 17011
,
June S. O'Brien Dauphter Yes , /1 sh.rn ' J
c/o '.Josenh P. Severino
55 Oak Avenue
Carnn Hill Pennsylvania 17011
-
,
,
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'The above beneficiaries were living at the time of the decedent's death except for the following:
NAME
DATE OF DEATH
If additional .pace i. necessary, use 8);" x ".. sheets.
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COMMONWEAL TH OF I'ENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE UX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
(lnstrm:tlolls 011 Roverse Side)
Estato of Mllrl,u It. Huvul'lno
-, , - ..~._,-. .---
TOTAL PE VALUE OF DEPARTMENT
ITEM DESCRIPTION MARKET RC DECEDENT'S VALUATION
NO. VALUE E INTEREST {OFFICIAL USE ONL YI i
- NT !
-
I'NUIIO"
, ,
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TOTAL
If additional space is necessary, use BYz" x 11" sheets.
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule "A." Describe all personal property
as indicated in the instructions for Schedule "B." Include the name, address and relationship to the
decedent of the co,owner[sJ and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
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I1EV-ol4/j txt 11""11l1
COMMOl<WEAL TI< OF PENNIYLVANIA
DEPARTMENT OF REVENUE
TRANIFER INHERITANCE TAX
REIIDENT DECEDENT
STATEMENT DF
FIDUCIARY
(Instructions on Rover.. Sid.)
Estate of Harie 1\. Severino
Lost Address 55 Oak Avenue
Camp Hill. Pennsylvania 17011
ICITYI (STATEI (ZIP)
1. Decedent died:
( ) Intestate (without a will)
( ) Testate (leaving a lost will--copy attached)
Date of Death
Hay 6, 1981
Social Security No. 206-360-7,8
State File No,
County File No. ~ / - g / - .3PS-
No probate estate
2. Is the filing of a Federal Estate Tax Return required for this estate? Yes_ No X
3. ( Executor ( ) Administrator ( X ) TRUSTEE
Dauphin Deposit Bank and Trust
Nome Companv Social Security No. NIA
Address P. O. Box 2961
Harrisburg. pennsvlvania 17101
(CITYI (STATE) (ZIP)
4. All correspondence should be mailed to ( ) Attorney ) Fiduciary. ( X ) TRUSTEE .00 T
List all safe deposit l,oxes registered in the decedent's individual nome or joint, .. H'. " --~.'I
of another, or in decedent's individual name with right of access by another as agent or deputy. Include the name
and address of the bank or other institution where the safe deposit box is located, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent.
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5. If an attorney is representing the estate, indicate:
Name
Address
(CITY)
(STATE)
NAME ANU ADaREII OF BANK DR OTHER INITlTUTION
IN WHICH DECEDENT MAINTAINED A IAFE DEPOSIT BOX
Telephone 1'10.-
1 Z I}, v " }. .~.. \)
.I. ,. :, _ d." .( ) T
(ZIP)
}o~ T
NAME OR NAMES IN WHICH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and
statements, and to the best of my knowledge and belief it is true, correct and complete.
""h" ,,"," ".k ,.d ''"'' ".po.,. ,,"',.. "d.' ""...., """ 1::" ,. ,.,.".,
/ I 1 fl By: A~J/n -j;,J. '7l/dLlL- ~"n J Jif If? /
_ VI tv 7 ~ / . Trusi!GNATURE OF FIDUCIAR"otficer -r= DiTE ,
.,
RE....4;2 EXt (&-eo)
,COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "C"
TRANSFERS
Estate of
Narie R. Severino
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INSTRUCTIONS:
I. Answer t~le questions on reverse side,
2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per
Schedules "A," "B," or "E," its estimated market value at dale of death, dates of transfer, to 1II10m transferred and
reiationship of transferres to decedent. Attach a copy of any trust, deed, or instrument relating to the transferred property.
ITEM
NO.
D ESCRI P TI ON
Cash
U. S. Treasury Daily Repurchase Agreement
Accrued interest
$15,000. U. S. Treasury 12.125% Notes due 11/30/81
Accrued interest
$15,000. U. S. Treasury 12.625% Notes due 10/31/81
Accrued interest
3,300. Units Fixed Income Collective Investment Fund
of Dauphin Deposit Trust Company
48 Shares Norfolk and Western Railway Company
Accrued dividend
148 Shares Dauphin Deposit Corporation
Above assets as comprising Trust created on
October 30, 1975 between Narie R. Severino, Settlor and
Dauphin Deposit Bank and Trust Company, Trustee. Assets
valued as of date of death.
TOTAL
If additional space is necessary, use BY," x 11" sheets.
ESTIMATED DEPT. VALUATION
MARKET VALUE [OFFICIAL USE ONL Vl
$ 315.22
64,200.00
154.31
14,606.25
784.46
14,704.69
30.88
27,206.19
2,166.00
31. 20
5,402.00
$ 129 601. 20
!,z?'6t1!. ~O
A6
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two yems of death, make any transfer of any material part of his estate wilhout receiving
valuable and adequate consideration? (Answer "Yes" or "No".) No
2. Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) -lliL-
3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b. Copy of death certificate.
c. Affidavit by the attending physician indicating the state of decedent's health at lime of transfer.
d. All other information supporting nontaxability of transfer.
4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) No
a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".) Yes
b. What was the transferee's age at time of decedent's death?
5. Dip decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) -
b. The right to designate the persons who shall possess or'enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".)
6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ).
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to Dr for the benefit or care of transferor? (Answer "Yes" or "No".) Yes
8. Did decedent, at any time, transfer property, the bllleficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) Yes
9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone (x) or decedent and others ( ).
REV"4~4 EX+ {e..eol
COMMONWEA~ TH OF PENtlSYL VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
(Instructions on Rflversc Slda)
Estate 0 f
f~rie R. Severino
ITEM
NO.
DESCRIPTION
TOTAL
MARK ET
VALUE
PE
Rc
E
NT
VALUE OF~RTMENT
DECEDENT'S I ,__~V~LUATION
INTEREST {OFFICIAL USE ONL Yl
IlNonell
TOTAL
0-
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'p8YS!lqelsa seM dlYSJaUMO lU!O[ aYl alep aYl pue [S]JaUMO'OJ 8Yl)0 luapaJap
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aq 01 GJe AlJadoJd alq!5uelU! pue alql5uel Yl08 'dlYSJO^I^JnS)O ly5p Yl!M SlueUallU!O! sa sa!IJed JO AlJed
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"3,, 31n03HOS DNI131dINOO HOd SNOllOnH1SNI
"
the Trust Estate, and shall collect the income thereof and
dispose of the net income and principal as follows:
A. During the lifetime of the Settlor, the
,
I
Trustee shall pay to the Settlor, in quarter-annual install-
ments, or oftener in its discretion, all of the net income
of the 1'rust Estate. If at any time the Settlor shall
become incompetent, ill, or for any other reason be unable
to act in her own behalf, the Trustee may, in its sole and
absolute discretion, pay to or apply for the benefit of
Settlor, in addition to the net income payments hereinbefore
provided for her, such amounts from the principal of the
Trust Estate, up to the whole thereof, as the Trustee may
from time to time deem necessary or advisable for Settlor's
use and benefit.
B. In the event the Trust is not revoked by the
Settlor in her lifetime, it will terminate at her death. At
such termination, the Trustee shall thereafter apply and
distribute the Trust Estate as follows:
(1) Any accumulated, accrued, and undis-
tributed income shall be added to and become a part of the
principal of the Trust Estate.
(2) The Trustee shall pay to the personal
representative of the Settlor's estate the expenses of
Settlor's last illness and funeral, expenses of adminis-
tering her estate, and her legal debts, together with all
estate, inheritance, succession, or other death taxes,
including any penalties or interest thereon, to the extent
that such expenses, debts, and taxes cannot otherwise be
satisfied from the assets forming a part of her probate
estate.
(3) The balance of the Trust Estate shall be
paid and distributed as follows:
- 2 -
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a. One-third (1/3rd) thereof to the
Settlor's beloved daughter, LEONORA S. KLE~mK, or if she is
not then living, to her issue per stirpes.
b. One-third (l)3rd) thereof to the
Settlor's beloved daughter, JUNE S. O'BRIEN, or if she is
not then living, to her husband, WILLIAM B. O'BRIEN, or if
he is not then living, in equal shares between her qaughters,
KATHLEEN O'BRIEN EGGERS and KERIN ELIZABETH O'BRIEN, th~
share of a deceased daughter to go to her issue per stirpes.
c. The remaining one-third (1/3rd)
thereof to the Settlor's beloved son, JOSEPH P. SEVERINO, or
if he is not then living, to his wife, PATRICIA B. SEVERINO,
or if she is not then living, to her issue per stirpes.
ARTICLE III. Trustee's Powers
In the administration of the Trust Estate, the Trustee
shall have the following powers during the lifetime of the
Settlor, in addition to the .powers conferred by the common
law, by statute or other provisions hereof:
A. To hold, possess, manage, and control the
Trust Estate for the uses and purposes herein set forth.
B. To retain as an investment, unless and until
"
the Settlor by a writing delivered to the Trustee, shall
otherwise direct, all of the securities and other property
originally assigned, transferred, or delivered to the
Trustee hereunder or at any time forming a part of, the Trust
Estate, whether or not such securities or other property be
of the character authorized by the laws of the commonwealth
of Pennsylvania for the investment of trust funds.
C. To purchase, sell, lease, or alter any in-
vestment held under this Agreement, whether or not the
investment shall be of the character authorized by the laws
- 3 -
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of the Commonwealth of Pennsylvania for the investment of
trust funds. Without intending in any way to limit the
powers conferred upon the 'rrustee by this sub-paragraph, the
Trustee is specifically authorized and empowered to retain
as investments of the Trust Estate, 'or J upon receiving a
direction in writing from the Settlor so to do, to invest
the whole or any part of the Trust Estate in common or
preferred stocks, or both, or of anyone or more corpora-
,
tions, or in any non-income-producing securities or other
property, or in any so-called wasting investments.
D. To keep property in the name of a nominee with
or without disclosure of any fiduciary relationship.
E. To employ attorneys, agents, auditors, de-
positories, and proxies with or without discretionary power.
F. Unless and until the Settlor by writing de-
livered to the Trustee shall 'otherwise direct, to vote in
person or by general or limited proxy with respect to any
share of stock or other investment held by the Trust Estate.
G. To make, execute, acknowledge, and deliver any
and all writings and instruments which may be deemed ad-
visable and necessary to carry out any of the powers herein
granted or provided by law.
H. Upon receipt of written directions from
Settlor, to make transfers with or without consideration of
all or such part of the Trust Estate and to such persons as
Settlor shall so designate.
I. Provided only that the Trustee shall not be
responsible or liable in any way for any action taken with
respect to any investment of the Trust Estate, or for any
loss of value or depreciation resulting from the purchase,
retention, sale, exchange, lease, or alteration of any
- 4 -
.
..
"
-.-.-........---.-
of any State of the United States to administer trusts may
be appointed as SUccessor Trustee, by an instrument de-
livered to such Successor and signed by the Settlor, at the
time of such apPointment, directing the Successor Trustee to
accept the accounts of any former Trustee, in which event
the Successor Trustee shall have no responsibility therefor:-
Every Successor Trustee shall have the title, power, and
discretion herein given to the Trustee, without any act of
conveyance or transfer. If such corporation SUcceeds to the
trust business of any corporate trustee herein, whether by
appointment or merger or operation of law, such successor
of the estate of the Settlor may act for the Settlor in
shall become Trustee hereunder. The guardian or conservator
Article.
making any appointment and giving any direction under this
ARTICLE IV. Additional P~operty
The Settlor may at any time and from time to time
hereafter, transfer and deliver to the Trustee cash, se-
curities, and other property acceptable to the Trustee, in
addition to the property presently transferred and delivered,
with the provisions of this Agreement without the execution
administered, and disposed of by the Trustee in accordance
and such cash, securities, and other property shall be held,
of any further instrument or deClaration.
ARTICLE V. Accounting
ords and shall render annual statements to the Settlor
The Trustee shall maintain accurate accounts and rec-
hereunder showing receipts and disbursements of principal
and income.
ARTICLE VI. Compensation,
The Trustee shall be entitled to receive and may retain
- 5 -
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in accordance with the fee schedule of the Trustee in effect
as compensation for its services hereunder a reasonable fee
when services are rendered.
ARTICLE VII. Resignation of Trustee and
Successor Trustee
The Trustee may resign at any time by giving written
notice specifying the effective date of such resignation to
the Settlor. If any Trustee at any time resigns or is ",
unable to act, another corporation authorized under the' laws
be appointed as SUccessor Trustee, by an instrument de-
of any State of the United States to administer trusts may'
livered to such Successor and signed by the Settlor, at the
time of such appointment, directing the Successor Trustee to
accept the accounts of any former Trustee, in which event
the Successor Trustee shall have the title, power, and
discretion herein given to the Trustee, without any act of
conveyance or transfer. If such corporation succe~ds to the
trust business of any corporate trustee herein, whether by
appointment or merger or operation of law, such SUccessor
shall become Trustee hereunder. The guardian or conservator
of the estate of the Settlor may act for the Settlor in
making any appointment and giving any direction under this
Article.
ARTICLE VIII. Spendthrift Clause
alienation, pledge, attachment, or claims of creditors of
of the Trust Estate shall not be subject to assignment,
The interest of any beneficiary in principal and income
such benefiCiary, to the extent permitted by law.
ARTICLE IX. Amendment and Revocation
The Settlor reserves the right at any time or from time
to time, without the consent of any person and without
- 6 -
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REV-S18 FO 17-s01
,~i~
COMMONWE:AL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF FIELO OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Dauphin Deposit Bank
P.O. Box 2961
Harrisburg, PA 17101
RE: Estate af
Caunty of
File No.
Marie R. Severino
Cumberland
21-81-0385
Dear Sir:
You are hereby notifi ed that the _original
appraisement in the estate of Marie R. Severino
has been filed in the office of the Register of Wills of Cumberland
Cauntyon October 2 , 19~. Said appraisement reflects the follawing valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Total
NONE
NONE
NONE
$129.601.20
$129. 601. 20
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice as pravided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
S;~'V~~.J~
Ti tl e Chief Appraiser
October 2 , 1981
NOTE: This is not a bill.
File Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-81-0385
REY..1l4 EX+ I!HOJ
Date 01 Death
May 6, 1981
Q Original
o Supplemental
o Remainder
Estate Name
Marie R. Severino
Social Security Number
206-36-0758
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and lor the County 01 Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the laregoing
return at the values set forth opposite each itltm in the last column to e rO ht in 5ch ules lIAII, liB", "C", and uEH
Dated:
October 2, 1981
ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
Reol Property (Schedule A) S NONE 00+ 92+
Perlonal Property (Schedule B) NONE 10+
Jolnt.Held Property (Schedule E) NONE 2lH
Tron.fer. (Schodule C) 129,601 20 30+
TOT AL GROSS ASSETS 129,601 20
Leu D.bt. Clnd Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Lile Estate RATE FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUTATION OF TAX
$
$
$
$
$
6%
T ax on $
15%
Tax on $
Tax on $
, Tax on $
Exemptions
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
$
$
$
Leu Credit,;
DATE OF PAYMENT
AMOUNT PAID
TAX CREDIT
$
s
INTEREST FROM
BALANCE DUE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
J
55:
.!,_~.:-"~t~t.l._M~__!!!l~~_2r:ust ...Qf!.ic!:!:_of'_D.alJPJlj,~,PJ'Posi t Ba~~ and'-:l'rus Uompany____ _,___
being duly sworn _,___ according to law, do poses and says that the y- are
Executor '_____,__,__ of the Estate of Marie R. Severino
late of Camp Hi 11 , Cumberland County, Po" deceased and that the
within is an inventory made by .Q.,!I,lRI]Jn,l)~11..o-',_tt_Jlil!)_up.fi..T);,.\lJ2.t_Comp.allY_, the said-Exe"t1tor
of the entire estate of said decedent, con,isting of all the personal prop.rty and real estate, except real estate eutside
/he Commonweallh of Pennsylvania, and that the ligures opposite each item of the Invenlory represent iI's fair value
as of the date of decedent's death, D 1 i D it B k d T C
aupl n eQos an an rust ompany,
Executor or the Estate of Marie R. Severino
By: /5~:, cl-"-.
E,eculor, JCdldlloIH_ Trust Officer
J / 'c
,''':).J/l,.J<j~''J_'' . r,'
and subscribed before me,
--, .,(,/
/!.. ,,,t (~
,I..~~ t':.-,...",_ "'-~_/"~'\.."-';?
c;''j
19 y;/
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'_":>J_, _,;{,.i
J 213 Market Street
Harrisburg, Pennsylvania 17101
Addrtn
Ma-y ] 98]
Month Year
E1izaboth I. Ben\o, Nol,ry Publ;.
My ('m~;"b, [""01 A' "
Harfhbur~, Pa. Dau;.;ll,n I"UWi1t.
Date of Death
6
Dey
INSTRUCTIONS
n
I, An inventory must be filed within three months alter appointment of personal representative;:;~:
2. A supplement inventory must be filed within thirty days of discovery of additional assets, ;:~~?
3. Additional sheets may be altached as to personalty or realty i2~i:
4. See Article IV, Fiduciaries Act of 1949'i':::
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Dauphin Deposit Bank
, and Trust Company
MAIN OFFICE: 213 MARKET STREET, HARRISBURG, PENNSYLVANIA 17105
717265.2121
February 3, 1982
LAH:b
Ene.
Mrs. Mary C. Lewis
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of Marie R, Severino
Dear Mrs. Lewis:
Enclosed is our Trust Funds check in the amount of $12.55
in payment of the Pennsylvania Inheritance Tax for the above
estate.
Very truly yours,
,<~O~;;;;'v
Larry ~ Hartm~n
Vice President -
Trust Officer
"
'.
REV.1500 EX + (9-81)
BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P,O, BOX 8327
HARRISBURG, PA 17105
CHECK
APPRD,
PRIATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
File Number ~31S'
Sociel Security Number
:z.O(o-~fo-O~
1. DriginelReturn D
R.
Date of Death
5"-<D-~
Oocedent's Address
S'S"' oo-t. Aull.1'\..W-
~p ~II,~A I'lCHI
2, Supplemental Return ~
CORRE,
SPONDENT Named .L 1M IL L_
'VY CLIQ 0 t\ 1'" mu.AL.
Tolephone No,
4, Life Estate 0
Recepituletion
1.
2,
3,
4,
5,
6,
7,
8,
9,
Real Estato (Schedule AI
Stocks and Bonds ISchedule B)
Closely Hold Stock/Partnership Interest (Schedule C)
Mortgages and Notes (Schedule D)
Cash & Mlscell.neous Personal Property (Schedule E)
Jointly Owned Property (Schedule FI
Transfers (Schedule G)
Total Gross Assets (totel lines 1,7)
Funeral Expenses Administrative Costs/Miscellaneous
Expenses (Schedule HI
Debts/Mortgages/Liens (Schedule II
TOlal Deductions (total lines 9 & 101
Net Velue of EstateWne 8 minus line 11)
Cherltable Bequests (Schedule J)
Net Value subject to tax liine 12 minu, line 13)
3, Remaindar Return 0
5, Federal Estate Tax D
Roturn Required,
8, Oecedent died testate r.-:v 7, Decedent meinteined a living D 8, Number of sefe deposit D
(Attach copy of Will) ~ trust (Attech copy of trusd boxes inventoried
All correspondence and confidential tax inlormetion should be directed to:
Computatien ef Tex
15, Amount of line 14 texable at 6% rete
linclude values from Schedule KI
16, Amount of line 14 Iaxebleat 15% rete
linciude values from Schedule K)
Principal tex due (edd tax from line 15 plus tex Irom line 161
Totel Prior payments:
(e) Amount Paid
(b) Plus Discount
(c) Minus Intorest , -
19, Balence Due Uine 17 minus line 181
Meke Check Peyeble to: Register of Wills, Agent
... PLEASE RECHECK MATH *..
BLOCKS
RECAPIT,
ULATION
AND
TAX
CALCU,
LATlDN
10,
11.
12,
13,
14,
17,
18,
-
-
Address
"1.1
City
Stete
( 1) -
( 2) -
( 3) -
( 41 -
( 51 "to 1. . "2. S-
( 6) -
( 71 -
(8) '-107.. . 'l.~
(91 -
(10) =t!i.7... *&,
(11) "2CJ:l. ~'1
(12) -
(131 -
(141 7M.~'
(15)
7_c:A. ?''''1
x,06=.--J '2..STo
(16)
-
x,15=
-
(171 _1"2. .stD
(18)
-
(19) ~'2...:5l:t
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules end stotements, end to the best 01 my knowledge
end beliel, it is true, correct, end completo, Declaration of preparer othar than the personel representative is besed on all informetion 01 which preparer hes
enyknowledge, ~
SIGNATURE OF PERSONAL REPRESENTATIVEIS) ADDRESS DATE
HAN REPRESENTATIVE
ADDRESS
DATE
"'c c.,: ~9.bljl
COMMONWEA~ TH OF PENNSn VANIA
OEPARTMENT OF REVENUE
PUREAU OF COUNTY CO~LECTlONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for censent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:
DATE 6/21/82
(0) 11 Shs, (b) OauDhin DeDosit CorD.. (c) Common=
(NOTE: In describing securities enter in (a), ab Ole, either the number of shores of stock or the face amount of
registered bends, in (b), the name of the iSsuing company and in (c) the class of stack or the stated interest rate
and maturity date of registered bonds.)
ISSUED ON , and having a TOTAL MARKET VAWE OF $___ 53q 00
(Da'e)
as of the date of death of the decedent, I'arie Severino , on 5/6/81
who was late of
(Name of Decedent)
(Date of death)
55 Oa k Avenue
Cam Hi 11
(Palt Office)
Cumberl and
Penns 1vania
(S.a.e)
(Street and Number)
(Caunty)
The securities are registered as fallows:
Marie Severino
~MNmu
EX ECO'fo'R"
(Namo ar namu In which certificates are registered)
Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Pennsylvania
(Name) (Address)
NAME OF APPLICANT Dauphin Deposit Bank & Trust Company
P.O. Box 2961
COUNTY FILE NUMBER.J/- ,P-I- J r"," ADDRESS OF APPLICANT HarriSburg, Penna. 17105
BUREAU FILE NUMBER SIGNATURE OF APPLICANT /!:tR;;t!~,~Iki.l-'z
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILLW'01'llllEl M, Hake
CONSIDERED COMPLETE AND WILL BE RETURNED TO YO,U FOR COMPLETION. 'rnJs~ Officer
COMMONWEAL TH OF PENNSYL VANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
OAT
f hereby consent to the transfer of the above securities now registered in the name of t
Decedent and waive the !iling of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June 15, 1961, P.L. 373, as amended. This is a/so in accordance with the provisions
of the ,Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
A~
T.~
.',
Dauphin Deposit Trust Company'
~QO'" rtl" ,..e """'1: ANO 'c,,~I[...,u"C"CLOCII
""AIN ornec: ZIJ MARK!:T STReeT. HARRISBURG, PCNNSYl.VANIA 17105
717/2S5 -21Z1
M.mMf "~d.", a.pc.,t I",ur'fle. Corpor6"on
,~
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June 21. 1982
~O~~e~~an8fC~~~t~ ....
Cou rt House
't~r1isle. Pe~~a.
Gentlemen:
This company has qualified and is acting as Executor
of the es ta te of '\ari e Severi no . ~Iho died ~!fi!Rl ,.
a resident of Cumberl and Cbunty.
Si~fL4
Brenton r~. flake. -
Trust Officer.
REC~?i' '"
PEL"
'8f. ,11" ?R
'li
f 'j .~~., .iI
INFORMATION
This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act
of 1961 172 P,S, section 24851,
If the tax is paid within three (3) months after the decedent's death, a discount of 5% of the tax paid is allowed.
Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged al the
rate of six 161 percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW)
EXAMPLE: If a balance of tax due of $2,000.00 is in a delinquent status from 3-3-80, and payment is made
on 5-23-80. the interest is calculated as indicated below:
STEP 1
Determine the rate of
interest from the table below.
STEP 2
Multiply the balance of
tax due by the rate af
Interest.
STEP 3
Add the interest
to the balance o~
tax due.
Interest from 3-03-80 to 5-23-80
Results in:
2 Months =
20 Oays =
Rate of interest
=
,010
+ ,00335
,01335
Balance of tax due
B!1L.Qf Interest
INTEREST
$2,000,00
x .01335
$ 26,70
Balance of tax due
Plus Interest to
Date of Payment (+)
TOTAL tax and
interest to Date
of Payment
$2,000.00
$ 26,70
$2,026,70
---------------------------------------------------------------------
1 month ,005 4 months ,020 7 months ,035 10 months ,050
2 months ,010 5 months .025 8 months ,040 1 1 months ,055
3 months ,015 6 months .030 9 months ,045 12 months ,060
1 day .00017 '1 days ,00186 21 days .00352
2 days ,00034 12 days ,00203 22 days ,00369
3 days ,00051 13 days ,00220 23 days ,00386
4 days ,00068 14 days ,00237 24 days ,00403
5 days .00085 15 days ,00250 25 days ,00420
6 days ,00101 16 days ,00267 26 days .00437
7 days ,00118 17 days ,00284 27 da'/s ,00454
8 days ,00135 18 days ,00301 28 days ,00471
9 days ,00152 19 days ,00318 29 days ,00488
1 0 days ,00169 20 days ,00335 30 days ,00500
-- - --- --- - - - - -- - - --- -- - - - - - -- - - - -- -- - - - - - - -- -- - - - - -- - - - --- - - - - --- - ---
Any party in interest. including the Commonwealth and the personal representative. not satisfied With the
appraisement and assessment may object Within sixty (60l days after receipt of this Notice as provided by
Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P,S, see, 2485 - 10011,
MAKE CHECK OR MONEY ORDER PAYABLE TO; "REGISTER OF WILLS, AGENT"
DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR
THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION 800K FOR ADDRESS,
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*,
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made lor coosent to the transler 01 the lallawing securities 01 a Pennsylvania
Corporation or a Notional Banking Association located in Pennsylvanio:
DATE
7/29/82
(a) 1 Sh. (b) Dauphin Deposit Corporation (c) Common
(NOTE: In describing securities enter in (a), ab Ole, either the number 01 shares 01 stock or the lace amount 01
registered bands, in (b), the name 01 the issuing company and in (c) the class 01 stock or the stated interest rate
and maturity date 01 registered bonds.)
,.-
ISSUED ON 9115/81 , and having a TOTAL MARKET V AWE OF S ~~.IJ d
(Dato)
as 01 the date 01 death 01 the decedent,
Marie R. Severino
, on
5/8/81
(Harne of Decl!ldent)
(Oa'o al doa.h)
who was late 01
55 Oak Avenue
Camp Hill
Cumberland
Pennsylvania
(Street and Number)
(Pa.. Offico)
(Caunty)
(Sta.e)
The securities are registered as lollows:
Marie Severino
(Name or namo. in which certiflcato. are registered)
Q~~UM)
EXECUTOR )
Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Pennsylvania
(Addro.,)
NAME OF APPLICANT Dauphin Deposit Bank & Trust Company
-P.O. Box 2961
COUNTY FILE NUMBER .1/-,/,/- 3 J-..r ADDRESS OF APPLICANT Harrisburg, Penna. 17105 ~
BUREAU FILE NUMBER SIGNATURE OF APPLICANT ~7l.I.
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT'WILl'iC(01'l_ M, Haka
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. '[;"1": Officer
(Namo)
COMMONWEAL TH OF PENNSYL VANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES ~ 3b q
DATE .) 1.;1
I hereby consent to the transler 01 the above securities now registered in the name 01 th aforesaid
Decedent and waive the liling of a certificate certifying to the payment 01 the transler inheritance tax to which
,the property 01 soid Decedent is made subject pursuant to the provisions 01 the Act 01 June 20, 1919, P.L. 521,
as amended and the Act 01 June 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions
01 the Act 01 April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in relerence to the estate 01 the
above-named Decedent.
'*,
Signed for the Secretary 01 Revenue
By_~~Q~ Ra,JJ~
(Signature)
\.\ ~ C~W
~It ) (Caunty)
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